Wisesheets Discount Code (15% OFF)

About Wisesheets

Wisesheets is a spreadsheet add-on for stock investors who are tired of copy-pasting financials and refreshing prices by hand. Install it in Excel or Google Sheets and pull live quotes, years of statements, key metrics, dividends, analyst estimates, ETF data, and more straight into the workbook you already use.

The product pitch on Wisesheets’ site is simple: stop updating data manually. Dump years of key metrics in a few clicks, build a custom screener that refreshes with one click, and populate your own models with custom functions for historical and real-time data. Paid plans unlock both Google Sheets and Excel access on the same subscription.

Wisesheets also markets an Investments workflow that connects brokerage accounts (via SnapTrade) so portfolio positions, performance, and tax-ready data can live in one spreadsheet view alongside your research models. It is a research and productivity tool — not a broker and not financial advice.

Key features

From Wisesheets’ live homepage, available-data catalog, and FAQ:

• Live & historical prices: quotes and history you can drop into cells for charts, models, and watchlists.
• Stock financials: income statement, balance sheet, cash flow, and key metrics — marketed with about 30 years of historical financial data on paid plans.
• Dividend data: dividend history, per-share figures, expected dividends, and related yields for income workflows.
• Analyst & price estimates: estimated EPS, revenue, and price estimates for forward-looking models.
• ETF / fund data: compare and track ETFs alongside single-stock research.
• Custom screeners & models: build multi-ticker views with live metrics, then refresh in one click; use custom functions to fill templates you already own.
• Options data (Elite & Enterprise): options chain, greeks, and related fields — called out as Elite/Enterprise-only because of data cost.
• Brokerage connections: connect 30+ institutions via SnapTrade (Robinhood, Fidelity, Schwab, TD Ameritrade, E*Trade, Interactive Brokers, Vanguard, Coinbase, and more) for a unified portfolio view.
• Global coverage: marketed across 50+ exchanges including NYSE, NASDAQ, AMEX, OTC, TSX, LSE, EURONEXT, XETRA, HKSE, ASX, TYO, NSE, and others on their FAQ.

How it works

1. Sign up for a free trial (email) or choose a paid plan on Wisesheets.
2. Download the add-on from the Google Sheets or Excel marketplace.
3. Log in with your Wisesheets account and analyze data in the spreadsheet workflow you prefer.

Google Sheets needs an internet connection and a Google account. The Excel add-in supports macOS and Windows through the add-in store. Microsoft currently expects Office 365 for desktop Excel WISE functions; Excel Online and Google Sheets remain available without that subscription. Google Finance and Wisesheets can be used together.

Pricing & SaveOnTrading discount

Wisesheets’ published annual plans (access to both Google Sheets and Excel):

• Pro — $60/year: individual license, ~30 years of historical financials, statements and key metrics, 50+ exchanges, live prices, regular data speeds, email support, brokerage connections, free updates, 14-day money-back guarantee.
• Elite — $120/year (most popular): everything in Pro plus faster data speeds, priority support, options data, and additional screener functionality.
• Enterprise — custom: commercial license, team seats, fastest speeds, dedicated Slack support, and help building custom models.

Use code SAVEONTRADING via our partner link for 15% off your first billing cycle. At current list prices that is roughly $51 for the first year of Pro or $102 for the first year of Elite — confirm the live checkout total before you pay. Renewals bill at the regular rate unless another offer applies.

Who Wisesheets is for

Investors, analysts, and students who already live in spreadsheets and want institutional-style fundamentals and market data without leaving Excel or Google Sheets. Testimonials on the Wisesheets site highlight automated data collection, industry screening, and time saved versus manual statement pulls — including users at consulting firms, campus investment groups, and hedge funds.

Bottom line

If your edge is a custom model — not another black-box terminal — Wisesheets keeps the spreadsheet as the cockpit and feeds it live financials, prices, dividends, and (on Elite) options. Start from the SaveOnTrading partner link, apply SAVEONTRADING for 15% off your first billing cycle, and confirm the discounted total at checkout.